Resumes
Resumes

Branch Office Manager, Vice President
View pageLocation:
San Diego, CA
Industry:
Financial Services
Work:
Fidelity Investments since Jun 2010
Account Executive
Fidelity Investments since Jun 2007
Financial Planning
Fidelity Investments Jun 2004 - Jun 2006
Investments Representative
Account Executive
Fidelity Investments since Jun 2007
Financial Planning
Fidelity Investments Jun 2004 - Jun 2006
Investments Representative
Education:
Wittenberg University 2000 - 2004
Bachelor's degree, Business Management
Bachelor's degree, Business Management
Skills:
Series 63
Sales Process
Planning
Public Speaking
Insurance
Training and Development
Retirement Planning
Sales
Financial Planning
Portfolio Management
Investments
Finance
Mutual Funds
Strategic Financial Planning
Investment Strategies
Training
Employee Training
Strategic Financial
Retirement
Series 7
Sales Process
Planning
Public Speaking
Insurance
Training and Development
Retirement Planning
Sales
Financial Planning
Portfolio Management
Investments
Finance
Mutual Funds
Strategic Financial Planning
Investment Strategies
Training
Employee Training
Strategic Financial
Retirement
Series 7
Interests:
Exercising
Cooking
Reading
Cooking
Reading
Certifications:
Certified Financial Planner
Cfp Board, License 127011
License 127011
Cfp Board, License 127011
License 127011